FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $193M
1-Year Est. Return 28.07%
This Quarter Est. Return
1 Year Est. Return
+28.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.89M
3
+$1.81M
4
BITQ icon
Bitwise Crypto Industry Innovators ETF
BITQ
+$778K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$210K

Top Sells

1
+$1.83M
2
+$1.64M
3
+$695K
4
KO icon
Coca-Cola
KO
+$147K
5
JPM icon
JPMorgan Chase
JPM
+$107K

Sector Composition

1 Technology 23%
2 Industrials 13.49%
3 Energy 10.56%
4 Healthcare 9.49%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15.5K 0.01%
1,000
252
$15.3K 0.01%
100
253
$15.3K 0.01%
36
254
$15.3K 0.01%
7,000
255
$15K 0.01%
1,400
256
$14.8K 0.01%
+11,000
257
$14.8K 0.01%
1,000
258
$14.5K 0.01%
300
259
$14.4K 0.01%
300
260
$14.2K 0.01%
300
261
$14K 0.01%
300
262
$13.9K 0.01%
593
263
$13.7K 0.01%
1,000
264
$13.6K 0.01%
900
265
$13.5K 0.01%
410
+70
266
$13.4K 0.01%
5,000
+2,000
267
$13.1K 0.01%
1,000
268
$13K 0.01%
400
+200
269
$12.7K 0.01%
4,000
270
$12.7K 0.01%
4,000
271
$12.5K 0.01%
2,000
272
$12K 0.01%
230
273
$11.8K 0.01%
1,820
274
$11.5K 0.01%
2,000
275
$11.3K 0.01%
600
9 10
11
12 13